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Everest Group, Ltd.

EG
Exchange
NYSE
Industry
Fire, Marine & Casualty Insurance
SEC CIK
0001095073

No open-market purchases or sales by Everest Group, Ltd. insiders were filed in the last 90 days; 690 institutions reported holding it in 13F filings for Q2 2026, worth $14.2B in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in Everest Group, Ltd. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
558
+57 vs. Q3 2022
Shares held
36.7M
−78.8K (−0.2%) vs. Q3 2022
Total value
$12.1B
+$2.50B (+25.9%) vs. Q3 2022
New holders
102
153 more added
Sold out
45
219 more reduced

9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 558 institutions
Q1 2021: 464 institutionsQ2 2021: 455 institutionsQ3 2021: 466 institutionsQ4 2021: 479 institutionsQ1 2022: 513 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 558 institutionsQ1 2023: 583 institutionsQ2 2023: 582 institutionsQ3 2023: 590 institutionsQ4 2023: 669 institutionsQ1 2024: 640 institutionsQ2 2024: 631 institutionsQ3 2024: 675 institutionsQ4 2024: 694 institutionsQ1 2025: 678 institutionsQ2 2025: 673 institutionsQ3 2025: 677 institutionsQ4 2025: 685 institutionsQ1 2026: 670 institutionsQ2 2026: 690 institutions
Value heldQ4 2022: $12.1B
Q1 2021: $9.29BQ2 2021: $9.58BQ3 2021: $9.38BQ4 2021: $10.2BQ1 2022: $11.1BQ2 2022: $10.2BQ3 2022: $9.66BQ4 2022: $12.1BQ1 2023: $13.1BQ2 2023: $13.7BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $16.2BQ2 2024: $15.4BQ3 2024: $15.8BQ4 2024: $14.6BQ1 2025: $14.7BQ2 2025: $13.6BQ3 2025: $13.5BQ4 2025: $13.4BQ1 2026: $12.0BQ2 2026: $14.2B
Institutions holding EG and their total value by quarter
QuarterHoldersValue
Q2 2026690$14.2B
Q1 2026670$12.0B
Q4 2025685$13.4B
Q3 2025677$13.5B
Q2 2025673$13.6B
Q1 2025678$14.7B
Q4 2024694$14.6B
Q3 2024675$15.8B
Q2 2024631$15.4B
Q1 2024640$16.2B
Q4 2023669$14.2B
Q3 2023590$15.1B
Q2 2023582$13.7B
Q1 2023583$13.1B
Q4 2022558$12.1B
Q3 2022510$9.66B
Q2 2022532$10.2B
Q1 2022513$11.1B
Q4 2021479$10.2B
Q3 2021466$9.38B
Q2 2021455$9.58B
Q1 2021464$9.29B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q3 2022.

Institutions holding EG in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Umb Bank N A1$00.00%+1New
EWG Elevate Inc.1$3310.00%+1New
Highline Wealth Partners LLC1$3310.00%+1New
BDO Wealth Advisors, LLC2$6630.00%00.0%Unchanged
North Star Investment Management Corp.2$6630.00%+2New
McElhenny Sheffield Capital Management, LLC2$6630.00%+2New
Beaird Harris Wealth Management, LLC2$6630.00%+2New
BerganKDV Wealth Management, LLC2$7630.00%−5−71.4%Reduced
PEAK6 Investments LLC2$7650.00%−6,212−100.0%Reduced
Investors Research Corp3$9940.00%00.0%Unchanged
Global Retirement Partners, LLC3$9940.00%00.0%Unchanged
Carolinas Wealth Consulting LLC3$9940.00%00.0%Unchanged
Ci Investments Inc.2$1.00K0.00%00.0%Unchanged
Manchester Capital Management LLC4$1.32K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC4$1.32K0.00%00.0%Unchanged
Washington Trust Co4$1.32K0.00%+4New
WR Wealth Planners, LLC5$1.66K0.00%00.0%Unchanged
JNBA Financial Advisors6$1.99K0.00%00.0%Unchanged
American National Bank6$2.00K0.00%00.0%Unchanged
Capital Analysts, LLC7$2.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.7$2.00K0.00%+7New
JJJ Advisors Inc.6$2.10K0.00%00.0%Unchanged
Tfo-TDC, LLC14$2.20K0.00%+14New
Disciplined Investments, LLC7$2.32K0.00%−1−12.5%Reduced
Steward Partners Investment Advisory, LLC8$2.65K0.00%00.0%Unchanged
Horan Securities, Inc.9$2.98K0.00%00.0%Unchanged
Steward Financial Group LLC10$3.00K0.00%+10New
Newbridge Financial Services Group, Inc.9$3.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc10$3.31K0.00%+4+66.7%Added
SJS Investment Consulting Inc.10$3.31K0.00%+4+66.7%Added
Pinnacle Financial Partners Inc10$3.31K0.00%+10New
TCI Wealth Advisors, Inc.11$3.64K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP13$4.31K0.00%+13New
Massmutual Trust Co FSB14$5.00K0.00%00.0%Unchanged
Dark Forest Capital Management LP19$6.29K0.00%+19New
Cranbrook Wealth Management, LLC20$6.63K0.00%00.0%Unchanged
Hollencrest Capital Management20$6.63K0.00%+20New
MV Capital Management, Inc.21$6.96K0.00%−1−4.5%Reduced
Glassman Wealth Services21$6.96K0.00%00.0%Unchanged
Front Row Advisors LLC20$7.00K0.00%−12−37.5%Reduced
Schubert & Co22$7.29K0.01%−2−8.3%Reduced
JFS Wealth Advisors, LLC22$7.29K0.00%+2+10.0%Added
Harbour Investments, Inc.24$7.95K0.00%+24New
Pinnacle Bancorp, Inc.23$8.00K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.25$8.34K0.00%+25New
Farmers & Merchants Investments Inc27$8.94K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC27$8.94K0.00%00.0%Unchanged
CVA Family Office, LLC30$9.94K0.00%+5+20.0%Added
Private Trust Co NA31$10.0K0.00%00.0%Unchanged
RFP Financial Group LLC31$10.3K0.00%+31New
Chelsea Counsel Co35$11.6K0.01%+35New
Pathway Financial Advisers, LLC35$11.6K0.00%+35New
AdvisorNet Financial, Inc37$12.3K0.00%+9+32.1%Added
Clear Street Markets LLC39$13.0K0.00%+39New
Accurate Wealth Management, LLC37$13.3K0.00%+37New
GHP Investment Advisors, Inc.41$13.6K0.00%00.0%Unchanged
KB Financial Partners, LLC52$17.0K0.01%−33−38.8%Reduced
Ellevest, Inc.53$17.6K0.00%+33+165.0%Added
First Horizon Advisors, Inc.54$17.9K0.00%−34−38.6%Reduced
Raffa Wealth Management, LLC54$17.9K0.01%00.0%Unchanged
Riverview Trust Co55$18.0K0.02%00.0%Unchanged
Allworth Financial LP57$18.9K0.00%−5−8.1%Reduced
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.60$20.0K0.18%−60−50.0%Reduced
Caldwell Trust Co62$20.5K0.00%00.0%Unchanged
Zions Bancorporation, N.A.62$20.5K0.00%+10+19.2%Added
Lindbrook Capital, LLC63$20.9K0.00%+55+687.5%Added
Moisand Fitzgerald Tamayo, LLC64$21.2K0.00%+33+106.5%Added
Piscataqua Savings Bank65$21.5K0.02%00.0%Unchanged
Resurgent Financial Advisors LLC65$21.5K0.01%+65New
Loomis Sayles & Co L P66$22.0K0.00%−6−8.3%Reduced
Federation des caisses Desjardins du Quebec70$23.2K0.00%−897−92.8%Reduced
Heritage Wealth Advisors80$26.5K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC80$26.5K0.01%+80New
Ronald Blue Trust, Inc.104$27.0K0.00%+38+57.6%Added
DT Investment Partners, LLC82$27.2K0.00%00.0%Unchanged
Spire Wealth Management88$29.0K0.00%+88New
Cambridge Trust Co90$30.0K0.00%−12−11.8%Reduced
FinTrust Capital Advisors, LLC94$31.1K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.100$33.0K0.00%00.0%Unchanged
Park Place Capital Corp99$33.0K0.01%+99New
TD Ameritrade Investment Management, LLC103$34.0K0.00%+103New
DuPont Capital Management Corp115$38.1K0.00%−373−76.4%Reduced
Belpointe Asset Management LLC119$39.3K0.00%+119New
IFP Advisors, Inc249$40.0K0.00%+30+13.7%Added
Key Financial Inc159$41.7K0.02%00.0%Unchanged
Parkside Financial Bank & Trust134$44.4K0.01%−2−1.5%Reduced
One Wealth Advisors, LLC142$47.0K0.01%+142New
Signaturefd, LLC144$47.7K0.00%+27+23.1%Added
Cullen/Frost Bankers, Inc.150$49.7K0.00%−2−1.3%Reduced
Harvest Fund Management Co., Ltd152$50.0K0.01%+152New
Farther Finance Advisors, LLC157$52.0K0.02%+157New
Comerica Securities,inc.159$52.7K0.00%+159New
Institutional & Family Asset Management, LLC181$60.0K0.01%−40−18.1%Reduced
Quadrant Capital Group LLC181$60.0K0.01%+1+0.6%Added
First Financial Corp200$66.3K0.04%00.0%Unchanged
IAG Wealth Partners, LLC208$69.0K0.02%+1+0.5%Added
Covestor Ltd214$71.0K0.06%−243−53.2%Reduced
EverSource Wealth Advisors, LLC230$76.2K0.01%+116+101.8%Added
Parallel Advisors, LLC231$76.5K0.00%−80−25.7%Reduced
Colonial Trust Co236$78.2K0.02%+236New